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Ross Naylor in Partnership with AES International

Impartial financial advice for British expats

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  • ABOUT
    • ABOUT ROSS
    • ABOUT AES WEALTH
    • WHO WE BEST SERVE
    • OUR PROCESS
  • SERVICES
    • WEALTH MANAGEMENT
    • RETIREMENT PLANNING
    • SOCIALLY RESPONSIBLE INVESTING
    • PORTFOLIO RESCUE
  • BLOG
  • SECOND OPINION
Expat Investing

Portfolio Rescue

The international financial advice market place is incredibly diverse.

There are some truly great advisers practicing internationally. Advisers that I would quite happily recommend to my family.

There are some who are not up-to-standard, perhaps lacking qualifications or experience.

Finally, there are those who, frankly, should be behind bars.

One of the biggest criticisms that I hear levied against international financial advisers is that they focus too much on the end goal of selling a product.

Financial products are, of course, a necessary feature of a wider holistic financial planning strategy. However, at the end of the day, they are just a tool that can be be used to help achieve a desired outcome .

Good quality financial advice is about much more than simply selling products.

If you are reading this, you have probably already come across such products. It may be an international investment bond, monthly savings plan, QROPS or SIPP.

It is likely to be with an international financial services organisation such as Quilter (Old Mutual) International, Utmost (Generali) Worldwide, Friends Provident International, RL360 or Momentum Pensions.

Hopefully, it is meeting your expectations.

However, you may have doubts.

Perhaps you do not hear from your adviser as much as you would wish.

It may be that the returns are not as you had expected.

Or, perhaps some things just don’t add up.

How can we help?

We help international investors get their portfolios back on track by adhering to the following core principles:

  • Flexibility is key – We do not know what the future holds.
  • Portfolio allocation is based on evidence and academic research, not a good story
  • Low cost – Costs are one of the few factors that we can control
  • Well diversified

Schedule a call today

At the very least, a second opinion will give you the peace of mind that you are doing the right thing.

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Contact Information

ul. Prosta 20
00-850 Warsaw
Poland
+48 (22) 389 65 70

About

  • About Ross
  • About AES Wealth
  • Who We Best Serve
  • Our Process

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Services

  • Wealth Management
  • Retirement Planning
  • Socially Responsible Investing
  • Portfolio Rescue

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Disclaimer

You should not construe the views expressed in this website as personal financial advice. You should always contact a qualified and regulated adviser to obtain up-to-date advice on your own personal circumstances. The author does not accept any liability for people acting without personalised advice. Nor does he accept liability for those who base a decision on views expressed in any generic article. Information provided in this website is based on legislation as at the time of writing. While every effort is made to update this site, pension and taxation legislation changes on a regular, often sudden, basis. Therefore, please check for later articles or changes in legislation on official government websites. You should not rely upon this site in isolation.

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© Ross Naylor 2021